S3 E4: Facts and Logic in Marketing and Sales
Advisor Development Show with Karl Hoover
Release Date: 04/20/2022
Building Your Referral Base Through Humility & Helping People with Gary Reed (S5E7)
Advisor Development Show with Karl Hoover
Growing referrals and expanding the business organically is a goal for every financial advisor, and our guest today has developed a program in his practice that is responsible for the majority of his company’s bottom line revenue. We’re excited to welcome on , president and founder of Reed Financial Group in Georgia, to the show. He’s built a culture around his business and created superfans that keep referring more and more ideal clients to him. Today we’ll learn more about how he’s been so successful building trust and nurturing relationships and leave you with some...
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The Art of Scaling a Business with Scott Moore (S5E6)
Advisor Development Show with Karl Hoover
Today we welcome in an incredibly successful advisor with over 30 years of experience who has built a business with his family at the forefront. Scott Moore is the founder of and someone we know really well through his work with the Financial Independence Group. Scott's mastery in scaling a financial practice over three decades is something we can all learn from, and we’ll dive into his systems and processes that now allow him to work a small fraction of the week without interruptions in the business. Here’s some of what you’ll learn from this episode: With five...
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Harnessing the Power of Intentional Time Management in Entrepreneurship: A Chat with Kevin Wathey (S5E5)
Advisor Development Show with Karl Hoover
Entrepreneurship and personal life can often seem like a challenging juggling act. In this show, we had the opportunity to delve deep into this topic with Kevin Wathey, an entrepreneur who has brilliantly mastered the art of balancing life and business. His journey, filled with inspiring experiences and innovative strategies, has taught him how to effectively manage time and boost efficiency in his entrepreneurial pursuits. Here’s some of what you’ll learn from this episode: The story of his mom’s battle with cancer and how it took him to a very dark place in life. How a call...
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Propel Your Business By Identifying Your Superpower with Kate Volman (S5E4)
Advisor Development Show with Karl Hoover
Today’s guest helps businesses of all sizes become the best version of themselves. is the CEO of , author of , and has more than 15 years of consulting experience with businesses and executives. Our goal is to make our advisor audience and other professionals better at what they do in all facets of the business and Kate will provide plenty of value to help with that. As she talks about on the show, her superpower is massive optimism and her message today is loaded with positive outlooks and actionable items you can take away immediately. Here’s some of what you’ll learn from...
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Become a Magnet for Attracting Leads Through Social Selling with Jamie Shanks (S5E3)
Advisor Development Show with Karl Hoover
Today’s guest is someone that we has found great success in sales and building businesses. is a world-leading Social Selling expert and author who has pioneered this space. He’s trained thousands of professionals throughout his career and today he’s going to provide some of that expertise to us. Here’s some of what you’ll learn from this episode: What is SPEAR Selling and how do you take advantage of this in your business? 7:56 How the Social Selling book lays the groundwork for everything else. 12:36 How should you work storytelling into your sales process? 15:33...
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How to Take Advantage of the Employee Retention Credit in 2023 with Catherine Tindall (S5E2)
Advisor Development Show with Karl Hoover
Catherine Tindall, CPA and partner at Dominion Enterprise Services. Their business is a specialty tax advisory practice so we’ve asked her to join just to share her insights on the Employee Retention Credit. We want to make sure business owners in our industry understand how to take advantage of this generous credit program before time runs out. Here’s some of what you’ll learn from this episode: What is the employee retention credit? 2:50 How many people are helping business owners with this tax credit? 7:56 When the credit officially phases out and who is eligible?...
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Finance, FinTech, and Fatherhood with Derek Notman (S5E1)
Advisor Development Show with Karl Hoover
We’re excited to kickoff season five with a bright mind in the financial industry and someone who has built multiple successful businesses. Derek Notman is a Certified Financial Planner and founder of Intrepid Wealth Partners but that only scratches the surface of who he is. Here’s some of what you’ll learn from this episode: Derek’s journey into the financial industry without really knowing what he wanted to where he is now. (4:53) What is Couplr and how does it help generate leads? (14:59) The advantage of a warm lead and how he helps with that. (18:10) What Conneqtor...
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S4 E7: Make More Money & Do More Good with Derrick Kinney
Advisor Development Show with Karl Hoover
In this episode, we’re thrilled to have Derrick Kinney, author of , on the show to talk about his huge career shift just a few years ago. As you’ll hear on the show, it all began by asking himself this: What can I do to be a better spouse, father, and business owner? From there, he realized being a financial advisor wasn’t high on the list and that’s where the Good Money brand began. Join us for an extremely insightful conversation that will leave you with a long list of takeaways to improve your business as well as your personal life. Derrick has a tremendous perspective on...
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S4 E6: Fixed Indexed Annuities and Creating Guaranteed Income in Difficult Markets with Wes Tanner
Advisor Development Show with Karl Hoover
Today we turn our attention back on financial planning and a product that many investors are curious about during a down market: fixed indexed annuities. To help us understand this investment better, we’ve invited Wesley Tanner, Vice President of Annuity for both Financial Independence Group and Team Hoover. Here’s some of what you’ll learn from this episode: How much has this landscape changed from 20 years ago? (5:28) How illustrated returns are presented and handled with professional clients. (14:00) How to de-risk a portfolio through annuities. (16:55) What...
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S4 E5: How the Simple Act of Appreciation Can Change Your Life & Business with Mr. Thank You
Advisor Development Show with Karl Hoover
The small business world can be cutthroat and competitive, but that doesn’t mean we have to forego kindness and gratitude. Today’s guest, John Israel aka Mr. Thank You, has built his brand around the art of appreciation. He joins us today to share his philosophy and how he helps individuals and companies apply this concept to their business to build loyalty and increase revenue. Here’s some of what you’ll learn from this episode: How a single question from his wife made him change his entire outlook professionally. (2:36) The four steps to the gratitude project he...
info_outlineOn today’s episode, the Founder of Windows of Opportunity and the Logic Trac system joins us to discuss how he’s helping advisors increase their revenue and how they can change the lives of their clients in a positive and impactful way. Coach Bill started Windows of Opportunity to teach advisors about marketing, lead generation, and growing their business.
His mission then expanded with Logic Trac, which helps individuals make logical decisions in the emotional field of investing and financial services. Engaging clients should be about using logic instead of fear or strong-arming. Join us today as we explore using facts and logic within your sales process to improve lead generation and business growth.
Learn more about Logic Trac: https://www.logictrac.net/
TIMESTAMPS:
1:58 – Favorite food dish?
2:40 – Windows of Opportunity and Logic Trac
6:39 – Language in marketing materials
9:45 – Facts and logic in sales
13:53 – Checklist exercise
18:36 – Process is critical
21:54 – Our definition of critical
25:45 - Getting commitment at first appointment
32:00 – We are not losing people
35:14 – Coaching and strategic partnership
40:53 – How do you get involved?
44:22 – How to get in touch directly
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